Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jennifer T
CFP®
West Palm Beach, FL
Facet
Jennifer Tang is a CFP® professional with seven years of experience in financial advising. She has worked at Facet Wealth, Inc. since 2021 and was previously employed at Noesis Capital Management Corp. from 2001 to 2019. Tang is based in West Palm Beach, FL. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a wide range of households through phone, video, and a proprietary web platform. The firm offers model-based asset allocations predominantly using exchange-traded funds and employs technology-driven processes for tax optimization and portfolio management.
Richard E
CFP®, Series 63, Series 65, Series 66
West Palm Beach, FL
Facet
Richard Elliott is a CFP® with 26 years of industry experience. He has worked at Facet Wealth since 2020 and previously held roles at Citizens Securities, Price Waterhouse Coopers, Mercer Global Advisors, and TIAA-CREF. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, using technology-driven processes and model-based asset allocations that emphasize exchange-traded funds and tax-optimized strategies. The firm serves a wide range of households through phone, video, and a proprietary web platform.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters